2012-07-25T10:44:24-07:00 2011-12-31 990 2011-01-01 231381404 PHI PHI 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 Jeffrey Davis 7175028840 2012-05-15 2011 2016-02-24 21:20:13Z Presbyterian Senior Living Stephen Proctor One Trinity Drive East Suite 201 Dillsburg PA 170198522 16422856 0 X www.presbyterianseniorliving.org X 1997 PA To offer Christian understanding, compassion and a sense of belonging to those whose needs may be physical, psychological, social, financial or spiritual in nature, by providing a full range of high-quality health care, housing, and other related community services directed primarily to seniors and which contribute to the wholeness of body, mind and spirit. 15 15 134 1861 39996 0 327229 372953 15188627 15739751 235134 298270 0 0 15750990 16410974 0 0 0 0 10195564 12292970 0 0 1002917 6558861 9435654 16754425 21728624 -1003435 -5317650 45129817 22180212 44283648 26521168 846169 -4340956 Provide management support services for affiliates, which include nursing homes, assisted living facilities, continuing care retirement communities and low income housing facilities, aloowing them to focus on quality of care for the residents. These management services include intercompany loans and fundraising expenses for its subsidiaries. (20 subsidiaries) 0 0 20205338 0 15739751 The organization considers its primary program to be general and administrative in nature. PHI d.b.a. Presbyterian Senior Living provides management support services for nursing homes, assisted living facilities, continuing care retirement communities, and low income housing facilities. These management services include fundraising expenses for the 18 subsidiaries. 0 0 0 20205338 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 1 91 0 1 134 1 1 1 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X Jeffrey J Davis 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 17019 Philip Miller 5 X X 0 0 0 Ann Fedorchak 5 X X 0 0 0 Thomas Beaver III 5 X 0 0 0 John Fargnoli 5 X 0 0 0 John Frye Jr 5 X 0 0 0 George Glen 5 X 0 0 0 Alf Halvorson 5 X 0 0 0 Robert A Hormell 5 X 0 0 0 Sharon Kelly 5 X 0 0 0 Howard Livingston 5 X 0 0 0 LeRoy Maxwell 5 X 0 0 0 Susan McCarter 5 X 0 0 0 Kathy Pearson 5 X 0 0 0 Susan Weiss 5 X 0 0 0 David Wolff 5 X 0 0 0 Stephen Proctor 40 X X 475651 0 24111 MaryAnne Adamczyk 40 X X 242933 0 15852 Jeffrey J Davis 40 X X 282243 0 26453 Donna Casner 40 X 151704 0 11801 Nancy Deibler 40 X 57384 0 7759 James Bernardo 40 X 292977 0 24108 Louise Sobke 40 X 182551 0 8395 Victoria Hess 40 X 168850 0 7763 Cyndi Walters 40 X 162944 0 19124 Diane Burfiendt 40 X 168850 0 21932 Louis Varella 40 X 137936 0 11458 Dan Davis Jr 40 X 152782 0 21229 2476805 0 199985 29 0 1 0 Chester C Snavely PO Box 0888 Camp Hill PA 17001 Property Management-Rent 711471 McNees Wallace & Nurick PO Box 1166 Harrisburg PA 17108 Legal Services 356926 The Ulitmate Software Group Inc 1485 North Park Drive Weston FL 33326 Payroll software and support 175224 Noelker and Hull Associates 30 West King Street Chambersburg PA 17201 Architects 272477 Schutjer Bogar LLC 1426 North 3rd Street Suite 200 Harrisburg PA 17105 Legal 257383 11 0 0 0 0 65903 307050 1980 372953 Management Fee Income 561000 13949277 13909281 39996 0 Developers Fee Income 531390 1790474 1790474 0 0 0 0 0 0 15739751 310152 310152 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11882 0 -11882 -11882 0 0 -11882 0 0 16410974 16009907 39996 -11882 0 0 0 0 0 0 0 0 2476805 2317305 64370 95130 6782612 6133863 170385 478364 399506 364633 10129 24744 2029799 1871132 51976 106691 604248 552021 15334 36893 0 0 0 0 690650 671984 18666 0 196015 190717 5298 0 0 0 0 0 0 0 1500 1459 41 0 1293403 1186143 32948 74312 86413 36653 0 49760 1107548 989561 27488 90499 1953571 1900772 52799 0 0 0 0 0 852575 820920 21442 10213 345142 302624 8406 34112 0 0 0 0 35131 33140 921 1070 123702 120358 3144 200 1951546 1929164 22382 0 540024 525429 13724 871 36029 35055 916 58 Contribution expense 222405 222405 0 0 21728624 20205338 520369 1002917 400 400 5114876 71953 0 15000 284149 24717 0 0 0 0 12373760 17821207 0 0 173550 287869 4792859 1975291 3327146 2817568 836217 1058825 0 0 0 0 0 0 23019719 82673 45129817 22180212 2370389 3467982 0 0 0 0 0 0 0 0 0 0 4904621 4816022 37008638 18237164 44283648 26521168 X 834944 -4367181 11225 26225 0 0 846169 -4340956 45129817 22180212 X -5317650 130525 X 0 1 1 X 0 X 28716 54500 1198528 327229 372953 1981926 10573857 10626686 13545655 15188627 15739751 65674576 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10602573 10681186 14744183 15515856 16112704 67656502 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67656502 509220 437402 346728 363538 310152 1967040 0 0 0 0 0 0 509220 437402 346728 363538 310152 1967040 0 0 0 0 0 0 0 0 0 0 0 0 11111793 11118588 15090911 15879394 16422856 69623542 0.97175 0.96629 0.02825 0.03371 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 189640 189640 0 0 0 0 0 511257 164996 346261 0 674553 233498 441055 0 3417409 1576797 1840612 2817568 0 Capital Lease Obligation 52411 Annuities Payable 440557 Due from affiliates 17744196 18237164 SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Corporation follows the Financial Accounting Standards Board (FASB) accounting standard for accounting for uncertainty in income taxes. This standard clarifies the accounting for uncertainty in income taxes in a company's consolidated financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest and penalties, and disclosure. Management has determined that this standard does not have a material impact on the consolidated financial statements. X X X X 0 0 0 1 1 1 1 0 0 Stephen Proctor 422757 0 48550 0 4344 0 11025 0 13086 0 499762 0 0 0 Jeffrey J Davis 249170 0 28917 0 4156 0 11025 0 15428 0 308696 0 0 0 MaryAnne Adamczyk 214558 0 24582 0 3793 0 9727 0 6125 0 258785 0 0 0 James Bernardo 260032 0 30045 0 2900 0 11025 0 13083 0 317085 0 0 0 Louise Sobke 163357 0 17308 0 1886 0 7351 0 1044 0 190946 0 0 0 Donna Casner 136119 0 15315 0 270 0 6174 0 5627 0 163505 0 0 0 Cyndi Walters 145027 0 16920 0 997 0 6695 0 12429 0 182068 0 0 0 Victoria Hess 150325 0 16550 0 1975 0 6735 0 1028 0 176613 0 0 0 Diane Burfiendt 151221 0 16626 0 1003 0 7000 0 14932 0 190782 0 0 0 Dan Davis Jr 136993 0 14845 0 944 0 6384 0 14845 0 174011 0 0 0 Louis Varella 128927 0 7917 0 1092 0 5874 0 5584 0 149394 0 0 0 Nancy Deibler 54756 0 2130 0 498 0 2499 0 5260 0 65143 0 0 0 SchJ_P01_S00_L03 Schedule J, Part I, Line 3 Every year, salaries for executives are determined based on comparative data from AASHA's sponsored salary survey called CEMO Leadership Compensation Survey. These salaries are then approved by the Board of Directors. For highest paid employees, salaries are set during the yearly budgeting process by the executive directors of each facility in conjunction with the Controller and Chief Financial Officer. These wages are also compared to market studies and are approved, in total, by the board. SchJ_P01_S00_L05 Schedule J, Part I, Line 5 Executive staff is given an incentive plan based on financial goals, growth and development goals, as well as, quality and satisfaction goals. These goals need to be met not only at the corporate level, but also at a percentage of the related organizations. SchJ_P01_S00_L06 Schedule J, Part I, Line 6 Executive staff is given an incentive plan based on financial goals, growth and development goals, as well as, quality and satisfaction goals. These goals need to be met not only at the corporate level, but also at a percentage of the related organizations. David Wolff Board Member and VP of Kressler, Wolff and Miller Inc 159950 Through 12/31/2012 Kressler, Wolff and Miller were the health insurance brokers for Presbyterian Senior Living and all of its affiliates 0 Robert Hormell Board member and First National Bank Board Member 885368 Repayment of PHI affiliate loans with First National Bank 0 LeRoy Maxwell Board member and M&T Regional Board member 233175 Repayment of loans by PHI affliate to M&T Bank 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A copy of the 990 was provided to the organization's audit committee prior to the submission. It was reviewed in detail prior to the audit committee meeting by the Chief Financial Officer and other top executives. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The compliance department annually reviews the conflict of interest disclosures remitted from the officers, directors and key employees to update and monitor any changes that could cause a potential conflict of interest. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Every year, salaries for executives are determined based on comparative data from AASHA's sponsored salary survey called CEMO Leadership Compensation Survey. These salaries are then approved by the Board of Directors. For highest paid employees, salaries are set during the yearly budgeting process by the executive directors of each facility in conjunction with the Controller and Chief Financial Officer. These wages are also compared to market studies and are approved, in total, by the board. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Presbyterian Senior Living and all of its affiliates are working hard to promote transparency. Therefore, current month/quarterly financial statements are posted right on the PSL website, along with census and year end audits. Its governing documents and conflict of interest policy are made available to the public upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized gain on marketable securities $185,313, and loss on abandoned project ($54,788) Glen Meadows Foundation Inc 11630 Glen Arm Road Glen Arm MD 21057 521990463 Fundraising for Glen Meadows Retirement Community PA 501(c)(3) 7 PHI dba Presbyerian Senior Living 0 The Long Home One Trinity Drive East Suite 201 Dillsburg PA 17019 231352360 Private Foundation of The Long Community PA 501(c)(3) PF PHI dba Presbyterian Senior Living 0 PHI Presbyterian Homes Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 232941518 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Glen Meadows Retirement Community 11630 Glen Arm Road Glen Arm MD 21057 522119125 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI everyday LIFE 2045 Westgate Drive Suite 100 Bethlehem PA 180177487 364599810 LIFE program PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI PHI Investment Management Services Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 743247363 Investment Services PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI The Long Community 200 West End Avenue Lancaster PA 17603 943446933 Assisted Living PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Homes in the Presbytery of Huntingdon 120 Holliday Hills Drive Hollidaysburg PA 16648 231352512 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presb Hms in the Presb of Hntnd Fnd PO Box 595 Hollidaysburg PA 166480595 201195007 Fundraising for Presb Hms in the Presb of Hntnd PA 501(c)(3) 7 PHI PHI dba Presbyterian Senior Living 0 PHI Quincy Retirement Community 6596 Orphanage Road Quincy PA 17247 231173321 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Apartments 322 North Second Street Harrisburg PA 17101 231660433 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Geneva House 325 Adams Ave Scranton PA 18503 231883381 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Senior Living Services Inc 11630 Glen Arm Road Glen Arm MD 21057 522133513 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Senior Living Housing Management Corporation One Trinity Drive East Suite 201 Dillsburg PA 17019 800536225 Low income housing management services PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Westminster Place at Parkesburg LP One Trinity Drive East Suite 201 Dillsburg PA 17019 208766428 Low Income Housing PA Westminster Place at Parkesburg Inc Related 0 1 Schartner House Associates LP One Trinity Drive East Suite 201 Dillsburg PA 17019 204747882 Low income housing PA Schartner House Associates Related 0 1 Westminster Place at Windy Hill Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270683872 Low income housing PA Westminster Place at Windy Hill Village Related 0 1 Westminster Place at Carroll Village LP One Trinity Drive East Suite 201 Dillsburg PA 17019 270488126 Low income housing PA Westminster Place at Carroll Village Related 0 1 Westminster Place at Bloomsburg One Trinity Drive East Suite 201 Dillsburg PA 17019 900536078 Low income housing PA Westminster Place at Bloomsburg GP Inc Related 0 1 Westminster Place at the Long Community LP One Trinity Drive East Suite 201 Dillsburg PA 17019 800536471 Low income housing PA Westimnster Place at the Long Community GP Inc Related 0 1 Stewartstown Courtyard LP 145 Pine Grove Circle York PA 17403 261577538 Low income housing PA Westminster Place at Stewartstown Inc Related 0 1 PHI Services Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 134357222 Advertising PA PHI C 1 Schartner House Inc 1271 Gettysburg Pike Dillsburg PA 17019 861161245 Low income housing PA PHI C 1 Westminster Place at Parkesburg One Trinity Drive East Suite 201 Dillsburg PA 17019 208765826 Low income housing PA PHI C 1 Westminster Place at Windy Hill Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800438848 Low income housing PA PHI C 1 Westminster Place at Carroll Village Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 562642596 Low income housing PA PHI C 1 Westminster Place at Bloomsburg GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945558 Low income housing PA PHI C 1 Westminster Place at Stewartstown Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800499627 Low income housing PA PHI dba Presbyterian Senior Living C 1 Westminster Place at the Long Community GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945563 Low income housing PA PHI C 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 Westminster Place at Parkesburg LP a-i 210384 Interest based on debt agreements between Westminster Place at Parkesburg and PHI. Schartner House Associates LP a-i 86577 Interest based on debt agreements between Schartner House Associates LP and PHI. Westminster Place at the Long Community GP Inc a-i 126 Interest based on debt agreements between Westminster Place at the Long Community and PHI. Westminster Place at Bloomsburg a-i 12991 Interest based on debt agreement between Westminster Place at Bloomsburg and PHI. PHI Geneva House d 94044 Amount based on actual loan given PHI Presbyterian Senior Living Housing Management Corporation n 52440 Hours worked by the employee at the corporation times their pay rate, plus taxes on the wages. Westminster Place at Carroll Village LP o 112650 Actual reimbursement made for expenses incurred. Based on invoices received. PHI Glen Meadows Retirement Community o 2499092 Actual reimbursement made for expenses incurred. Based on invoices received. PHI Quincy Retirement Community o 399981 Actual reimbursement made for expenses incurred. Based on invoices received. PHI everyday LIFE o 189719 Actual reimbursement made for expenses incurred. Based on invoices received. PHI Presbyterian Senior Living Housing Management Corporation q 472657 Actual cash transferred. PHI everyday LIFE q 130925 Actual cash transferred. PHI Glen Meadows Retirement Community q 634300 Actual cash transferred. Westminster Place at Carroll Village LP r 170140 Actual cash transferred. Schartner House Associates LP r 169071 Actual cash transferred. Westminster Place at Windy Hill Village LP I r 466602 Actual cash transferred. PHI The Long Community r 206415 Actual cash transferred. PHI Presbyterian Homes in the Presbytery of Huntingdon r 359982 Actual cash transferred. PHI Presbyterian Homes Inc r 7442333 Actual cash transferred.